IT Project Management toolkits feature over 200 tailored, editable Microsoft Office templates

The IT Project Management (PM) toolkits created by Mark Whitfield feature over 200 tailored, editable Microsoft Office templates designed to structure, track, and report on software delivery lifecycles (SDLC), bridging Agile sprint execution and structured governance frameworks like PRINCE2 and Waterfall.

Project Management toolkits feature over 200 tailored, editable MS Office templates — MS Excel Project & Budget Tracker Example

Below is the structured breakdown of the primary templates categorized by their project purpose, function, and file format.

📅 Project Planning & Scheduling

Category: Project Planning | Templates: Detailed SDLC Project Plan (.mpp/.xlsx) & Plan on a Page (POaP) (.pptx/.xlsx) | Description: These tools cover stage-gate structures, resource scheduling, and visual executive updates for software projects.

⚠️ Risk, Governance & Tracking

Category: Risk & Issue Management | Template: Comprehensive RAIDs Log (.xlsx) | Description: A multi-tab workbook to track Risks, Actions, Issues, Opportunities, Dependencies, and Lessons Learned.
Category: Governance | Templates: RACI Tracker & Change Request Log (.xlsx) | Description: Tools to define roles/responsibilities and manage project scope modifications.

💰 Financial & Resource Management

Category: Project Finances | Template: Project Financial Tracker (.xlsx) | Description: Monitors forecasted vs. actual costs, variances, and expenses.
Category: Resource Management | Template: Resource & Leave Tracker (.xlsx) | Description: Tracks team availability, capacity, and absences.

🏃 Agile Delivery

Category: Agile Scrum | Templates: Burn Down/Up Charts & Story Dependency Tracker (.xlsx) | Description: Provides metric-driven velocity tracking and dependency mapping between stories or external suppliers.

📊 Communications & Stakeholders

Category: Stakeholder Management | Template: Stakeholder Analysis Plan (.xlsx) | Description: Maps influence vs. impact to plan communication needs.
Category: Project Communications | Templates: Status Report & Kick-Off Deck (.docx/.pptx) | Description: Standardized templates for project updates and project launches.

IT PM toolkits feature over 200 tailored, editable Microsoft Office templates

UK, Paying back your university student loan after course completion

In the UK, you do not need to take manual steps to start paying back your university student loan, as repayments are deducted automatically through the tax system once you graduate and earn above a specific salary threshold.

Here is a summary of the exact steps, thresholds, and your repayment options.

4 Simple Steps to Post-Course Repayments

Wait for eligibility: You become eligible to start repaying in the first April after you finish or leave your course.
Deduction via employment: If you are traditionally employed, HM Revenue and Customs (HMRC) will automatically inform your employer to deduct 9% of everything you earn above your plan’s threshold from your payslip.
Deduction via self-employment: If you are self-employed, you must calculate and pay your student loan repayment manually through your annual Self Assessment tax return.
Notify when leaving the UK: If you move abroad for more than three months, you must update your employment details directly with the Student Loans Company (SLC) to set up direct repayments, otherwise you will incur financial arrears.

Repayment Plan Thresholds Summary (Undergraduate)

You only pay 9% of your income that goes over the threshold. If your income drops below this number, your repayments stop automatically.

Plan 1 (Started course before Sept 2012, or Northern Ireland): Repayments trigger when earning over £26,900 a year (£2,241 a month).
Plan 2 (Started course between Sept 2012 and July 2023 in England, or all Wales): Repayments trigger when earning over £27,295 a year (£2,274 a month).
Plan 4 (Scotland): Repayments trigger when earning over £31,395 a year (£2,616 a month).
Plan 5 (Started course from Sept 2023 onwards in England): Repayments trigger when earning over £25,000 a year (£2,083 a month).
Postgraduate Loan (England & Wales): Repayments are 6% on earnings over £21,000 a year (£1,750 a month).

Extra Payment Options

Voluntary Overpayments: You can log into your online SLC account to make manual, extra payments via card or bank transfer at any time to clear the balance faster.
Note: Financial experts like MoneySavingExpert generally advise against voluntary extra payments unless you are a very high earner, because any remaining loan balance is completely written off after 30 to 40 years anyway (depending on your plan).

UK, Paying back your university student loan after course completion

Project Management, Budgeting vs Forecasting

Project Management Budgeting versus Forecasting — Project Management, Budgeting vs Forecasting

IT Project Triangle, Scope, Timeline and Budget

Proper Contingency Planning

Top 10 Conditional Calculations in Microsoft Excel

Top 10 Conditional Calculations in Microsoft Excel

Project Management Templates bundle with free upgrades

Mark Whitfield’s Project Management templates are a comprehensive, editable suite of over 200 documents designed for Agile, Waterfall, and PRINCE2 methodologies, based on over 30 years of project delivery experience. Available through his website (click banner link above), Etsy, Flevy and Eloquens, these templates are designed to be used across the project lifecycle—from initiation to closure—and include lifetime free updates and additions.

Full Overview of Mark Whitfield Template Bundle

The bundle, priced at around £38.00 (as of April 2026), provides tools for MS Excel, Word, PowerPoint, and MS Project (.mpp).

1. Planning & Scheduling

MS Project (MPP / MSP): Includes full PRINCE2 7th Edition, Agile Scrum, and SDLC (Software Development Life-cycle) plans.
Excel Detailed Plans: Includes Gantt chart tracking for users without MS Project.
Plan on a Page (POaP): Over 30 PowerPoint examples for executive summaries.

2. PRINCE2 & Governance

Full set of over 200 documents including Project Initiation Document (PID), Business Case, Work Packages, Risk Management Strategy, and Configuration Item Records.
Reporting: Highlight reports, exception reports, and end-stage reports.

PRINCE2 Delivery Plan in MS Excel Example

3. Tracking & Risk Management

RAID Logs: Comprehensive trackers for Risks, Assumptions, Issues, and Dependencies (includes simple and detailed versions).
Finance Trackers: Simple and full project finance trackers (forecasting, actuals, variance, rate lookups).
RACI Matrix: Resource Responsibility Assignment Matrix.

Many Project Budget / Financial Tracker examples

4. Execution & Delivery

SDLC: Detailed Software Development Life-cycle plans.
Deployment/Runbook: Execution and release planning documents.
Agile: Burn down and burn up charts.

Detailed Timeline by Project Life Cycle

Templates provide detailed MS Project (.mpp) and Excel schedules that map out the standard project life cycle over time. The plans include notes and color-coded tasks (black: standard task, blue: artifact creation, brown: decision/event, purple: artifact update).

1. Project Startup / Initiation Phase

Tasks: Project Mandate, Project Brief preparation, Appoint Project Board, Define Project Approach.
Key Templates: Project Brief, PID, Business Case, Project Board Structure.

2. Planning Phase

Tasks: Develop the PID, Create Detailed Gantt Plans, Create Budgeting/RAID Logs, Setup Communication Strategies.
Key Templates: Detailed MS Project Plans (Waterfall/Agile), RACI Tracker, RAID Log.

3. Project Execution / Control Phase

Tasks: Weekly Status Reporting, Risk Management, Managing Product Delivery, Stage Assessments.
Key Templates: Highlight Report, Issue Register, Daily Log, Financial Tracker.

4. Project Close Phase

Tasks: Handover, Project Evaluation, Lessons Learned, Finalize Costs, Close Project.
Key Templates: End Project Report, Lessons Log, Benefits Realization Plan.

Summary of Key Features

Fully Editable: Designed to be tailored to specific project needs (PRINCE2 Principle 7).
Access: Compatible with Desktop, Tablet, Smartphone, and Cloud (Microsoft Teams/SharePoint).
Support: Free lifetime upgrades (and additions) to the latest template package after purchase.
Click on link in website banner above to purchase full templates bundle

Project Management Templates bundle with free upgrades.